AI Appointment Scheduling With Real-Time Inventory Matching

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Solution Overview

Problem

Conventional contact centers lack dynamic conversation flows and up-to-date information about multiple service provider locations, leading to inefficient patient scheduling and inventory management, particularly affecting rural and elderly populations.

Innovation Solution

Implementing artificial intelligence (AI) techniques with natural language processing (NLP) models to generate textual transcriptions and intent interpretations from user inputs, dynamically updating data on service provider locations, and querying a scheduling database to determine matching appointments that satisfy distance, date, and inventory thresholds.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Extent of automation

If conventional IVR contact centers are used for patient intake, then automated service can be provided, but dynamic conversation flows and real-time multi-location data are not available

Engineering Contradiction:
Improveautomated patient intakeVSAvoidreal-time multi-location data
Core Design Contradiction:
Extent of automationVSLoss of information

Solution Approach 1:

The system implements dynamic conversation flows that can adapt and change based on patient responses and real-time data, rather than following static pre-configured scripts. The conversation flow dynamically updates to incorporate real-time inventory and scheduling information from multiple service locations.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system incorporates real-time feedback loops where patient responses and scheduling outcomes continuously update the conversation flow and data retrieval processes. The system uses feedback from the scheduling database queries to dynamically adjust subsequent conversation directions and information requests.

Inventive Principle:
Principle #23Feedback

2Ease of operation

If conventional IVR contact centers with pre-configured prompts are used, then simple automated interactions are possible, but complex scheduling accommodations cannot be handled

Engineering Contradiction:
Improvesimple automated interactionVSAvoidcomplex scheduling accommodation
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The conversation flow transitions from static to dynamic, allowing the system to adapt its interaction path based on the complexity of patient needs. The system can handle both simple and complex scheduling scenarios by dynamically adjusting the conversation depth and incorporating real-time data from multiple service locations.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes operational parameters dynamically based on patient needs, including switching between different service locations, adjusting appointment time windows, and modifying conversation flow complexity. This allows the same automated system to handle both simple and complex scheduling scenarios effectively.

Inventive Principle:
Principle #35Parameter changes

3Device complexity

If conventional contact centers without real-time data updates are used, then system complexity is reduced, but patient scheduling accuracy and inventory management deteriorate

Engineering Contradiction:
Improvesystem complexityVSAvoidscheduling accuracy
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The system implements continuous feedback mechanisms where real-time data from scheduling databases and inventory systems is continuously retrieved and integrated into the conversation flow. This feedback ensures that patients receive accurate, up-to-date information about appointment availability and inventory status across multiple service locations.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs preliminary data retrieval and validation before engaging patients in the scheduling conversation. By pre-fetching real-time inventory and scheduling data from multiple locations, the system ensures accurate information is available throughout the patient interaction, improving scheduling reliability without significantly increasing perceived complexity.

Inventive Principle:
Principle #10Preliminary action

4Productivity

If conventional contact centers are used, then basic customer service is provided, but accessibility for rural and elderly populations is limited

Engineering Contradiction:
Improvecustomer service efficiencyVSAvoidaccessibility for underserved populations
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The automated system is designed to serve diverse patient populations including rural and elderly individuals by providing location-agnostic service. The system automatically identifies and presents nearby service locations with available appointments, making the service universally accessible regardless of patient location or mobility constraints.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system enables patients from underserved populations to independently access and schedule appointments without requiring assistance from live agents. By providing clear, adaptive conversation flows that guide patients through the scheduling process and automatically present accessible location options, the system empowers patients to self-serve effectively.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS12597511B2Artificial intelligence based technologies for improving patient appointment scheduling and inventory management
Publication Date: 2026.04.07 CDW LLC
  • US12597511B2 patent drawing
  • US12597511B2 patent drawing
  • US12597511B2 patent drawing

AI summary

Artificial intelligence (AI) based technologies for improving patient appointment scheduling and inventory management are disclosed herein. An example method includes receiving, at a server including a natural language processing (NLP) model, an appointment request from a user. The example method further includes initiating, based on the appointment request, a patient appointment data stream including verbal responses from the user regarding an appointment of the user. The example method further includes applying, while simultaneously receiving the patient appointment data stream, the NLP model to the verbal responses from the user to output (i) textual transcriptions and (ii) intent interpretations. The example method further includes querying a scheduling database to determine a matching appointment that satisfies a distance threshold, a date threshold, a service threshold, and an inventory threshold. The example method further includes causing a user device of the user to convey the matching appointment to the user.